Viewing or Editing a Previous Referral

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Version 14.19

1. Navigate to the referral:

• From the patient's chart, click Referrals.
• From the Clinical Work window (pending referrals only), click the Referrals tab.

1. Select the referral in the list, and click the Edit  button. The Referral/Care Transition Details window opens. 
2. Make any desired changes. 
3. To update the status of a referral, simply change the Status section at the top of the form. 
4. When finished, click the Save button.

Version 14.10

1. Open the Patient Referrals / Care Transition List in one of two ways:

• From the Patient Chart, click the Referrals tab.
• From the Schedule & Practice Workflow, click the Referrals tab.

1. Click to highlight the referral in the list, then click the Edit  button. The referral will open in a Referral Letter Details form. 
2. Make any desired changes. 
3. To update the status of a referral, simply change the Status section at the top of the form. 
4. When finished, click the Save button.